Ghost Stories #15: Understanding ETF Strategies with Duma Mxenge (Business Development Manager at Satrix)

In this episode of Ghost Stories, Duma Mxenge (Business Development Manager at Satrix) joins the platform for the first time for a great discussion around ETFs, trends around this type of investment and the way that investors understand the products and use them.

More specifically, we discussed:

• Some of the generational trends coming through in the attitude to investing and particularly ETFs, including fees.
• The impact of fees in a wealth creation journey.
• Whether investors tend to have a good understanding of the underlying indices tracked by ETFs
• The approach to using ETFs and whether investors see this as a “playing safe” approach or a more active investment decision.
• A discussion around ETFs as the core underpin in a portfolio, leaving space for more speculative opportunities in single stocks.
• The value of local ETFs that track global indices vs. moving cash into foreign currency and incurring forex costs.
• The benefit of ETFs in the context of rebalancing of a portfolio of single stocks.
• Whether retail investors can do it all themselves vs. using financial advisors as part of the journey.
• The SatrixNOW platform and how it helps investors navigate this process.

For more from the Satrix – Ghost Mail partnership, visit this link to find various podcasts and articles.

Disclosure
Satrix Investments (Pty) Ltd is an approved FSP in term of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision.

While every effort has been made to ensure the reasonableness and accuracy of the information contained in this podcast (“the information”), the FSP’s, its shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information.